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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
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It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Voya Large Cap Value Portfolio S
(IPESX - Free Report) has a 0.91% expense ratio and 0.75% management fee. IPESX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 12.9% over the last five years, this fund clearly wins.
ClearBridge Large Cap Growth O
(LCMMX - Free Report) : 0.68% expense ratio and 0.64% management fee. LCMMX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 16.14% over the last five years, LCMMX is an effectively diversified fund with a long reputation of solidly positive performance.
Multifactor US Equity M
(RTDTX - Free Report) . Expense ratio: 0.44%. Management fee: 0.3%. Five year annual return: 14.5%. RTDTX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.
The easiest way to judge a mutual fund's quality over time is by analyzing its performance, diversification, and fees. Using the Zacks Mutual Fund Rank of over 19,000 mutual funds, we've identified three outstanding mutual funds that are ideally suited to help long-term investors pursue and achieve their retirement investing goals.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
Voya Large Cap Value Portfolio S
(IPESX - Free Report) has a 0.91% expense ratio and 0.75% management fee. IPESX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. With yearly returns of 12.9% over the last five years, this fund clearly wins.ClearBridge Large Cap Growth O
(LCMMX - Free Report) : 0.68% expense ratio and 0.64% management fee. LCMMX is a Large Cap Growth option; these mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. With yearly returns of 16.14% over the last five years, LCMMX is an effectively diversified fund with a long reputation of solidly positive performance.Multifactor US Equity M
(RTDTX - Free Report) . Expense ratio: 0.44%. Management fee: 0.3%. Five year annual return: 14.5%. RTDTX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset.We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.